What are the responsibilities and job description for the Associate Analyst position at LPL Financial?
Job Overview :
Joining our team as an Associate Analyst will allow you to support financial advisors by offering an extraordinary quality service experience. Our service team’s main priority is to create a reliable support system for our clients so they can easily grow their practice. Being flexible and adaptable to competing priorities will be key success factors for this position.
You will handle inbound phone calls that can range from something as simple as an account balance inquiry to the complexity of helping resolve unique financial transactions, but your primary focus remains the same : Providing our clients with timely, correct, and relevant information, when and where they need it so that they in turn can help their clients achieve their own financial dreams.
Exceptional service and professionalism is required, as you’ll enjoy engaging our clients with our mission to provide positive results.If you have an entrepreneurial spirt, passion for service excellence, and a need to excel, this would be a rewarding career for you.
The Expertise Were Looking For :
Two or four year advanced degree (Bachelors or Associates) or substantial relevant professional experience
1-3 years of professional work experience; customer facing experience a plus
Previous exposure to or sincere interest in learning more about financial services industry
The Skills You Need :
You possess the ability to develop multiple solutions that will achieve the same outcome
You possess the ability to prioritize when pressured with multiple tasks
You possess the ability to respond to coaching & training
You possess the ability to work well individually and as part of team
The Success you Deliver
Proactively identify solutions to help minimize the need for repetitive interactions from advisors
Partner with team members to achieve outstanding results as you’re continuously growing and learning to enhance your expertise
The Empowerment of Your Role :
LPL is transforming our culture and our commitment to constantly improve the ease of doing business with us. Making it easier for advisors to do business with us is our No. 1 priority. No matter what your role or department, at LPL we all own this. Knowing this, we are all empowered to make things simpler and do what is best for advisors and their investors.
The Quality You Deliver :
At LPL financial, our work makes a difference. That is why we share a passion for doing it ethically and exceedingly well. Because we have a clear focus and we are empowered to deliver results, we see every day that we are creating something special together.
Pay Range :
20.23-$33.71 / hourActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview :
LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial : Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Salary : $20 - $34
